Motley Fool Money Is Bigger Better for Disney?
Mar 22, 2019
Joe Magyer, Chief Investment Officer at Lakehouse Capital and expert on the Australian stock market, shares fascinating insights into Disney's massive acquisition of Fox and its implications for the entertainment industry. He discusses the challenges Disney faces, including layoffs and competition in streaming. The conversation shifts to Google's innovative gaming model that enhances accessibility and the implications of big tech's influence in the gaming sector. Additionally, he highlights investment opportunities in Australia, like the promising StoneCo in payment processing.
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CVS and CBD
- CVS Health selling cannabis-based products adds legitimacy to the CBD market.
- This is a small step but could expand if successful in initial markets.
Evaluating Management
- To evaluate company management, read shareholder letters and annual reports.
- Pay attention to how management handles adversity and their long-term vision.
Papa John's and Shaq
- Papa John's stock rose after Shaquille O'Neal joined the board and invested.
- This move addresses their brand problem, not their pizza quality.
